Lumentum Holdings Inc. (LITE) vs TE Connectivity plc (TEL)

A side-by-side comparison of Lumentum Holdings Inc. and TE Connectivity plc across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnLITE vs TEL

growth of $100 · dividends reinvested · last 10y
LITE +2392.7% (+37.9%/yr)TEL +300.1% (+14.9%/yr)LITE compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$2,493$400
LITE TEL

LITE vs TEL: by the numbers

  • LITE is the larger company ($73.21B vs $62.24B market cap).
  • TEL is profitable (15.75% net margin) while LITE runs a net loss (-230.10%).
  • LITE grew revenue faster over the past five years (11.33% vs 5.91% CAGR).
  • TEL pays a dividend (1.41% yield), while LITE has no payments in the available dividend history.

Metrics side by side

Valuation

MetricLITETEL
P/E ratioN/A21.04
Forward P/E43.7318.75
P/S ratio24.293.25
P/B ratio15.764.70
EV / EBITDA101.4114.31
FCF yield0.54%5.85%

Profitability

MetricLITETEL
Gross margin41.67%35.43%
Operating margin17.41%19.09%
Net margin-230.10%15.75%
ROE-149.34%22.77%
ROIC8.17%13.59%

Dividends

MetricLITETEL
Dividend yieldN/A1.41%
Payout ratioN/A29.22%

Growth (annualized)

MetricLITETEL
Revenue CAGR (5Y)11.33%5.91%
EPS CAGR (5Y)-26.64%-2.46%
FCF CAGR (5Y)-3.12%12.18%
Total return CAGR (5Y)60.92%9.58%

Frequently asked

Which has grown faster, LITE or TEL?
Over the past five years, LITE grew revenue faster — LITE at a 11.33% CAGR versus TEL at 5.91%.
Does LITE or TEL pay a bigger dividend?
TEL pays a dividend (1.41% yield), while LITE has no payments in the available dividend history.
Is LITE or TEL more profitable?
TEL runs the higher net margin — LITE at -230.10% versus TEL at 15.75%.
How have LITE and TEL total returns compared?
Over the past 10 years, LITE delivered 38.20% and TEL delivered 15.29% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.